Advisor Development Director Role at CI
CI Investments Inc. • fredericton, Canada
Role Description
Lead innovative advisor growth initiatives as CI’s Director of Advisor Development. Your expertise will shape educational programs and tools enhancing advisor relationships and business growth.
Reporting to the Head of Practice Management, this role involves crafting and delivering practice management initiatives that empower financial advisors. Utilize your extensive experience to develop solutions that meet evolving industry needs and provide educational workshops designed to drive sales growth through enhanced advisor support.
Key Responsibilities:
• Act as a business consultant for financial advisors
• Design engaging digital content for advisor education
• Research trends for effective advisor workshops
• Deliver educational sessions to enhance advisor practice management
• Support strategic initiatives that improve partnerships
Requirements:
• 8+ years in the financial services sector
• Education in business, marketing, or communication
• Experien...
Reporting to the Head of Practice Management, this role involves crafting and delivering practice management initiatives that empower financial advisors. Utilize your extensive experience to develop solutions that meet evolving industry needs and provide educational workshops designed to drive sales growth through enhanced advisor support.
Key Responsibilities:
• Act as a business consultant for financial advisors
• Design engaging digital content for advisor education
• Research trends for effective advisor workshops
• Deliver educational sessions to enhance advisor practice management
• Support strategic initiatives that improve partnerships
Requirements:
• 8+ years in the financial services sector
• Education in business, marketing, or communication
• Experien...